FRxReportWriterOverview.ppt-CISTECH.ppt

World Class Financial Reporting with FRx Report Writer Elisa R. Vick elisa.vick@cistech.net Agenda Overview FRx Demonstration Design features (required) Rows Columns Design features (optional) Trees Security Excel Linking Report Wizard Report Manager Agenda (continued) Optional add-ons Report Server Webport QA FRx Overview FRx is a financial report writer that assists in the ease of monthly report creation. Data is loaded directly from your General Ledger into SQL tables where the information is pulled into FRx for your design use. Benefits: Reports are designed using components which have a spreadsheet feel so you can begin the design process with limited training. FRx Overview (continued) Benefits (continued): Using FRx, you can create consolidated reports across companies whether the companies’ information is all kept in one accounting system or if the companies reside on different accounting systems. FRx supports multi-currency including translation tables. Design formats are shared by all users but can be secured if necessary. One format can be used in multiple reports. FRx Overview (continued) Benefits (continued): FRx produces presentation quality reports utilizing various formatting options. FRx Designer Demonstration FRx Building Blocks (required) FRx Row Formats Row Formats (cont.) Row Formats (cont.) Row Formats (cont.) Column Layouts Column layouts define the columns of your report. Column Layouts (cont.) Column Layouts (cont.) Catalogs The catalog ties together your row, column and tree (if included) to create the report. The catalog includes: Options for specifying detail level Output options (i.e. view report on the screen, export to excel, etc.) Default report date Report formatting options such as Header and Footer and rounding options. FRx Designer Demonstration Reporting Trees Reporting Trees FRx Security FRx Security Linking to External Spreadsheet Report Wizard Report Wizard Report Manager Report Manager Report Manager FRx Designer Demonst